Laurel Wealth Advisors (California)’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.93M | Buy |
28,982
+156
| +0.5% | +$15.8K | 0.29% | 82 |
|
|
2022
Q3 | $2.39M | Sell |
28,826
-511
| -2% | -$42.4K | 0.26% | 90 |
|
|
2022
Q2 | $2.9M | Sell |
29,337
-113
| -0.4% | -$11.2K | 0.3% | 81 |
|
|
2022
Q1 | $2.77M | Sell |
29,450
-275
| -0.9% | -$25.8K | 0.23% | 97 |
|
|
2021
Q4 | $2.82M | Buy |
29,725
+4,577
| +18% | +$435K | 0.22% | 108 |
|
|
2021
Q3 | $2.38M | Sell |
25,148
-175
| -0.7% | -$16.6K | 0.44% | 47 |
|
|
2021
Q2 | $2.51M | Sell |
25,323
-695
| -3% | -$68.9K | 0.33% | 76 |
|
|
2021
Q1 | $2.31M | Sell |
26,018
-599
| -2% | -$53.2K | 0.35% | 67 |
|
|
2020
Q4 | $2.2M | Buy |
26,617
+473
| +2% | +$39.2K | 0.32% | 70 |
|
|
2020
Q3 | $1.96M | Sell |
26,144
-544
| -2% | -$40.8K | 0.32% | 69 |
|
|
2020
Q2 | $1.87M | Buy |
26,688
+7,281
| +38% | +$510K | 0.34% | 72 |
|
|
2020
Q1 | $1.42M | Sell |
19,407
-2,059
| -10% | -$150K | 0.33% | 79 |
|
|
2019
Q4 | $1.83M | Buy |
21,466
+66
| +0.3% | +$5.62K | 0.31% | 77 |
|
|
2019
Q3 | $1.63M | Buy |
21,400
+747
| +4% | +$56.7K | 0.28% | 88 |
|
|
2019
Q2 | $1.62M | Buy |
20,653
+356
| +2% | +$28K | 0.36% | 70 |
|
|
2019
Q1 | $1.79M | Buy |
20,297
+1,419
| +8% | +$125K | 0.44% | 55 |
|
|
2018
Q4 | $1.26M | Sell |
18,878
-4,726
| -20% | -$315K | 0.37% | 74 |
|
|
2018
Q3 | $1.92M | Buy |
23,604
+4,249
| +22% | +$346K | 0.47% | 50 |
|
|
2018
Q2 | $1.56M | Buy |
19,355
+2,309
| +14% | +$186K | 0.42% | 64 |
|
|
2018
Q1 | $1.69M | Buy |
17,046
+324
| +2% | +$32.2K | 0.52% | 46 |
|
|
2017
Q4 | $1.77M | Sell |
16,722
-26
| -0.2% | -$2.75K | 0.51% | 50 |
|
|
2017
Q3 | $1.86M | Sell |
16,748
-791
| -5% | -$87.8K | 0.62% | 39 |
|
|
2017
Q2 | $2.06M | Buy |
17,539
+563
| +3% | +$66.1K | 0.73% | 29 |
|
|
2017
Q1 | $1.92M | Buy |
16,976
+3,796
| +29% | +$428K | 0.74% | 28 |
|
|
2016
Q4 | $1.21M | Sell |
13,180
-185
| -1% | -$16.9K | 0.53% | 53 |
|
|
2016
Q3 | $1.3M | Sell |
13,365
-1,146
| -8% | -$111K | 0.61% | 45 |
|
|
2016
Q2 | $1.48M | Sell |
14,511
-158
| -1% | -$16.1K | 0.71% | 36 |
|
|
2016
Q1 | $1.44M | Buy |
14,669
+1,282
| +10% | +$126K | 0.72% | 36 |
|
|
2015
Q4 | $1.18M | Buy |
+13,387
| New | +$1.18M | 0.61% | 46 |
|